This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | — | NEW YORK, NY | CUSTODIAN / CONSULTANT | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL REAL ESTATE ADVISORS, LLC | — | WASHINGTON, DC | INVESTMENT MANAGER | $11K | — |
| NEWTOWER TRUST COMPANY | 30-0872552 | — | INVESTMENT MANAGER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MARCO CONSULTING GROUP TRUST I EQUI MARCO CONSULTING · EIN 27-6230536 / PN 001 | 103-12 Investment Entity | $13.1M | 44.4% |
| MARCO CONSULTING GROUP TRUST FIXED |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENESYS, INC | — | CANFIELD, OH | THIRD PARTY ADMINISTRATOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC | 34-1638235 | — | AUDITOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALLA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $7K | — |
103-12 Investment Entity |
| $13.1M |
| 44.3% |
| MULTI EMPLOYER PROPERTY TRUST NEW TOWER TRUST COMPANY · EIN 52-6218800 / PN 001 | Common Collective Trust | $1.2M | 4.2% |
